Kara Renee Rauert

Current Employers

Employment History

• 01/2017 → 05/2021
  Mass Mutual Life Insurance Company
  York, NE
• 07/2017 → 05/2021
  Mml Investors Services Llc
  York, NE
• 06/1998 → 01/2017
  Cornerstone Bank
  York, NE
• 05/2021 → Present
  Principal Life Insurance Company
  York, NE
• 05/2021 → Present
  Principal Securities Inc
  York, NE

Previous Registrations

• 2017-11-08 → 2021-05-20
  Mml Investors Services, Llc
  York, NE
  York, NE
  Minneapolis, MN

Other Businesses

**Fixed Insurance; Not Investment Related; York, NE; Agent; Fixed Life, Annuities, DI, LTC, Health, Medicare Supplements; Start Date: 05/17/2021; 180 hrs per month; 5 during trading hours. **Four Princesses LLC; Not Investment Related; York, NE; Owner; Single family rental business; Start Date: 01/01/2010; 5 hrs per month; 0 during trading hours. **BEMAA Properties LLC; Investment Related; York, NE; Co-Owner; management of single family and multi family housing; Start Date: 01/01/2004; 20 hrs per month; 0 during trading hours. **Girard Ag Group LLC; Not Investment Related; Osceola, NE; Co-Owner; Farmland rented to family operators; Start Date: 01/01/2006; 1 hrs per month; 0 during trading hours. **Girard Land Holdings LLC; Not Investment Related; Osceola, NE; Co-Owner; Famland rented to farm operators; Start Date: 01/01/2016; 1 hrs per month; 0 during trading hours. **INSURANCE POSITION: Rauert Financial Services LLC NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/25/2023 ADDRESS: 709 E. 7th Street, York NE 68467, United States DESCRIPTION: This LLC will be used strictly for tax planning purposes based upon the recommendation of my accountant. **ZIA PROPERTIES LLC POSITION: Member NATURE: Real Estate Rental Income INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 06/15/2023 ADDRESS: 709 E. 7th Street, York NE 68467, United States DESCRIPTION: This LLC owns a vacation home in Raton New Mexico. I owe 25% of this entity. Other partners are all family--my husband, my sister, and my brother-in-law. We do rent this vacation home out using short term rental home websites such as Airbnb and VRBO. **RAUERT FINANCIAL SERVICES LLC POSITION: Owner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/15/2024 ADDRESS: 709 E. 7th Street, York NE 68467, United States DESCRIPTION: This LLC is what my accountant recommended that I set up and use for all of my financial services income. I use this to help save on my self employment taxes.

Exams

• S66 Uniform Combined State Law Examination
  2017-10-18

Other Names

• Kara Renee Girard
• Kara Renee Girard